See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,673 | $63,861+132.8% | $104,607+42.1% | $79,858+86.2% |
| Participation rate | 64.9% | 64.9%-0.1pp | 74.1%-9.2pp | 69.6%-4.8pp |
| Annual return | 13.39% | 21.30%-7.9pp | 340.46%-327.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,571 | $1,588+61.9% | $2,681-4.1% | $2,471+4.0% |
| Participant deferral / active EE | $3,878 | $2,693+44.0% | $3,740+3.7% | $3,740+3.7% |
| Admin fee / account holder | $7,032 | $4,185+68.0% | $6,473+8.6% | $5,306+32.5% |